The Swiss private bank has also added to its Asia Switzerland team, taking on a senior staffer from the firm's asset ...

Patrick Wolfe is stepping down as COO of BlackRock's BDCs weeks after the funds' CEO, Phil Tseng, also resigned amid mounting performance pressure.

Building a bespoke ETF range is harder than it looks. As managers scramble to launch their own branded funds, Amundi is betting its massive scale can make ‘ETF-as-a-Service’ work where Goldman Sachs ...

Currently, managers can only charge on performance for certain qualified clients. The SEC is considering expanding those parameters.

As AI giant Anthropic launches a Claude platform for advisers in the US, four UK advisers say what the move could mean for the future of advice.

Former CEO of advice consolidator IWP Austen Robilliard joins Heart of Wealth to discuss ABN Amro Investment Solutions’ ...

Citywire’s Global Elite index surged 2.7% this week as a revived tech and AI rally outperformed flat broader markets, even as ...

Third Financial was acquired by Nucleus in June 2024 from its previous owner, private equity firm Grafton Capital. It uses what is known as ‘model B’ offering, which means it effectively offers wealth ...

Citywire understands evergreen funds from Ares, Apollo and HarbourVest will be made available to clients on an advisory basis, in addition to KKR strategies.

Yet he faced a ‘total surprise’ when he realised the size of the local currency emerging market debt markets, Lopes Abreu ...

Abby Hay spent three years with Aegon UK, where she led the fund selection process for global equities, Japanese equities and ...

Franco Polloni of EFG, Urs Monstein of VP Bank and Marianne Wildi of Hypothekarbank Lenzburg discuss AI adoption at the ...